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Marc John Durica

CARITAS CAPITAL, LLC·CHARLOTTE, North Carolina
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5950 FAIRVIEW ROAD, CHARLOTTE, NC 28210CRD# 2183387Firm CRD# 149970
01

About

Marc John Durica is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with CARITAS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
CARITAS CAPITAL, LLC
CARITAS CAPITAL, LLC
AUM
$7M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CARITAS CAPITAL, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2183387
Firm CRD# 149970
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marc John Durica offer?
Marc John Durica specializes in Investment Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Marc John Durica's credentials?
Marc John Durica is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc John Durica located?
Marc John Durica is based in CHARLOTTE, North Carolina, working with CARITAS CAPITAL, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Marc John Durica charge for services?
Marc John Durica's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARITAS CAPITAL, LLC?
CARITAS CAPITAL, LLC has approximately 3 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CARITAS CAPITAL, LLC

James Andrew Bailey
CHARLOTTE, NC
James William Mccarthy
CHARLOTTE, NC
Robert Gregory Fontana
CHARLOTTE, NC
Malcolm Jennings Prochaska
CHARLOTTE, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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